City
Wealth management firms in Prosper, Texas
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Prosper, Texas reported $1.2 billion in regulatory assets under management; the largest by assets was United Advisors America, with $446.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.2 billion
- Average per firm
- $144.8 million
- SEC-registered, of those listed
- 5 of 8 (62.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | United Advisors America | SEC | $446.5 million | 2,809 |
| 2 | Wisdom Index Advisors | SEC | $221.3 million | 659 |
| 3 | Stonecreek Private Wealth, LLC | SEC | $193.3 million | 202 |
| 4 | Clear Sky Financial, LP | SEC | $140.6 million | 298 |
| 5 | CPR Financial & Insurance Services, Inc. | State | $97.8 million | 875 |
| 6 | Cross Financial Strategies, LLC | State | $31.5 million | 68 |
| 7 | Avenue Retirement Services | State | $27.5 million | 213 |
| 8 | Cova Private Wealth LLC | SEC | $0 | 0 |
Wealth management firms in Texas, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.